Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,252 | $102,422-46.1% | $147,117-62.4% | $80,959-31.8% |
| Participation rate | 98.4% | 75.9%+22.5pp | 82.2%+16.2pp | 67.7%+30.7pp |
| Annual return | 14.32% | 135.16%-120.8pp | 420.54%-406.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $6,031 | $3,717+62.2% | $4,932+22.3% | $2,757+118.7% |
| Participant deferral / active EE | $4,949 | $6,652-25.6% | $8,065-38.6% | $4,300+15.1% |
| Admin fee / account holder | $4,795 | $7,953-39.7% | $12,993-63.1% | $6,925-30.8% |